Filed April 26, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,945 | $90,590-76.9% | $90,782-76.9% | $135,375-84.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.57% | -3.40%-2.2pp | -3.42%-2.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,387 | $4,352-45.2% | $4,105-41.9% | $4,779-50.1% |
| Participant deferral / active EE | $3,334 | $5,407-38.3% | $5,366-37.9% | $5,609-40.6% |
| Admin fee / account holder | $817 | $7,683-89.4% | $5,908-86.2% | $10,827-92.5% |